Services & Pricing
Everyone’s situation is different and so are their tax and accounting needs. Below, we have provided a brief example of the range of fees we typically charge. Please note that these examples are for returns and accounting work prepared under current tax law.
Our personal return service includes federal, state, and local returns. Other items such as additional state or local returns, or multiple types of income are not included in the example fee.
Basic Personal Tax Return
Common forms may include:
- Up to 2 W-2s
- Social Security Income
- Pension/retirement income
- Student loan interest
$275 – $325
Intermediate Personal Tax Return
Common forms may include:
- Up to 2 W-2s
- Social Security Income
- Pension/retirement income
- Student loan interest
- Child Tax Credit
- Dependent Care Credit
- Energy credits
- Itemized deductions
$275 – $450
Investor Personal Tax Return
Common forms may include:
- Up to 2 W-2s
- Retirement Income
- Dividend & interest income
- Stock sales (not including crypto)
- K-1s
- Child Tax Credit
- Dependent Care Credit
- Energy credits
- Itemized deductions
$325 – $475
Landlord / Small Business Personal Tax Return
Common forms may include:
- Up to 2 W-2s/1099s
- Self-employment return for single owner LLC (not incorporated)
- Quarterly tax payment vouchers for the next year (if required)
$325 – $600
Small Rental Businesses (partnership/LLC)
Two or more individuals in joint ownership of one or more rental properties require a partnership return. We will prepare your federal Form 1065 and city return, if required. Minimum fee is $350.
Business Tax Returns
Fees for entity returns vary widely, depending upon how complicated or clean the business records are, how many shareholders, number of locations, and other factors. Please contact us to schedule a no-cost consultation (or use our calendar booking feature on the main page of our website) and we can review your records and provide a quote. If you use QuickBooks Online, you can give us access to your file as your accountant.
Payroll Services
We partner with myPay Solutions, a Thomson Reuters company, to provide payroll processing services to our clients.
You will receive:
- Personalized service from a dedicated payroll processor
- Quarterly and year-end tax filing, including Ohio BWC True-Up reports
- No-cost direct deposit
Monthly payroll fees begin at $350. For more details, check our payroll page or contact us at 937-606-2722.
Monthly Accounting Services
You need to focus on running your business. Let us take the accounting burden off your hands. We can provide clean financial statements and reconciled bank accounts each month. You’ll relax with the knowledge that your books are kept up-to-date. Contact us to schedule a no-cost consultation at 937-606-2722 (or use our calendar booking feature on the main page of our website) and we can review your records and provide a quote. Additional solutions include A/P services, sales tax filing and other back-office functions.